When was Aumni founded?

Aumni was founded in 2018 and raised its 1st funding round within a year of its incorporation.

Where is Aumni located?

Aumni is headquartered in San Francisco, United States. It is registered at 2800 E COTTONWOOD PKWY STE 110,COTTONWD HTS,UT,84121,0.

Who is the current CEO of Aumni?

Anthony Lewis of Aumni. They have also founded 1 company.

How many employees does Aumni have?

As of Jun 30, 2026, the latest employee count at Aumni is 186.

Is Aumni a funded company?

Aumni is a funded company, having raised a total of $66.7M across 4 funding rounds to date. The company's 1st funding round was a $***** Seed round, raised on 2018.

How much is Aumni worth?

The last known valuation of Aumni was $***** as of Apr 03, 2025.

When was the latest funding round of Aumni?

Aumni's latest funding was a $***** Series B round on Aug 26, 2021, with participation from 13 investors. Its primary sector is Investment Tech. In United States, the Investment Tech sector has seen $4.44B in funding in 2026 to date.

Where does Aumni rank among its competitors?

Aumni ranks 3rd amongst 93 active competitors, of which 19 are funded. It stands 2nd in terms of total funding among its competitors. The most recent competitor to raise funding was Finster, which secured $26.5M in Mar, 2026.

Who are the top competitors of Aumni?

Aumni's top competitors include Visible Alpha, Bipsync and Syntax. Among them, Finster secured the most recent funding round in March, 2026.

Aumni - 2026 Company Profile, Team, Funding & Competitors

Company Details

Online platform for data and analytics solutions. It features solutions for auditing, analyzing, and visualizing the deal document data. It helps in risk identification and fund reporting. It offers reporting and analytics tools for deal metrics, investment auditing, and due diligence.

Website: aumni.fund
Social
Registered Address: 2800 E COTTONWOOD PKWY STE 110,COTTONWD HTS,UT,84121,0

Key Metrics

Founded Year

2018

Location

San Francisco, United States

Stage

Acquired

Total Funding

$66.7M in 4 rounds

Latest Funding Round

Series B, Aug 26, 2021, $*****

Last Known Valuation

$***** as on Apr 03, 2025

Investors

DLA Piper & 23 more

Ranked

3^rd among 93 active competitors

Employee Count

186 as on Jun 30, 2026

Similar Companies

Visible Alpha & 112 more

Exit Details

Acquired by J P Morgan (Mar 22, 2023)

View Aumni's full profile

Aumni is associated with 1 legal entity given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count	Documents
AUMNI, INC. CIN: 32080849543 , United States, Active	Aug 26, 2021	-	-	-

Aumni got acquired by J P Morgan on Mar 22, 2023.

Click here to take a look at Aumni's acquisition in detail

Aumni has raised a total funding of $66.7M over 4 rounds. Its first funding round was on 2018. Its latest funding round was a Series B round on Aug 26, 2021 for $*****. 13 investors participated in its latest round. Aumni has 24 institutional investors.

Here is the list of recent funding rounds of Aumni:

Filter this list

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Aug 26, 2021	9730983	Series B	6277846	8862360	3502873	2325997
Oct 15, 2020	1619511	Series A	5436317	6280029	7098045	5018603
Jan 28, 2020	6778930	Series A	9018236	1101740	SVB	Next Frontier Capital & 5 more

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View details of Aumni's funding rounds and investors

The founders of Aumni are Anthony Lewis and Kelsey Chase. Anthony Lewis is the CEO of Aumni.

Here are the details of Aumni's key team members:

Anthony Lewis: Co-Founder & CEO of Aumni.
Kelsey Chase: Co-Founder of Aumni.

View details of Aumni's Founder profiles and Board Members

Aumni's employee count trend

Aumni has 186 employees as of Jun 26. Here is Aumni's employee count trend over the years:

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Top competitors of Aumni include Visible Alpha, Bipsync and Syntax. Here is the list of Top 10 competitors of Aumni, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Visible Alpha 2012, New York City (United States), Acquired	Provider of financial datasets for institutional investors	$68M	Goldman Sachs, HSBC & 12 others	60/100
2nd	Bipsync 2012, Cardiff (United Kingdom), Series A	Provider of a research management platform for investment management firms	$12.7M	Edison Partners, Riveria Investment Group ... & 1 others	59/100
3rd	Aumni 2018, San Francisco (United States), Acquired	Online platform for data and analytics solutions	$66.7M	Zeno Ventures, Pelion Venture Partners & 22 others	53/100
4th	Syntax 2009, New York City (United States), Unfunded	Research management and analytics solutions for investors	-	-	50/100
5th	Finster 2023, London (United Kingdom), Series A	Platform-building AI agents for the financial market	$58.3M	FinTech Collective, Peak XV Partners & 12 others	49/100
6th	Second Measure 2015, San Mateo (United States), Acquired	Transaction data analytics for investment research and understanding consumer trends	$25.4M	Goldman Sachs, FundersClub & 10 others	48/100
7th	Mool 2020, Gurugram (India), Seed	AI-powered research and analysis platform for investment professionals	$885K	Patni Financial Advisors, Bharat Inclusion Initiative ... & 5 others	47/100
8th	CFM 1991, Paris (France), Late Stage	Platform offering data-driven trading signals and alternative investment strategies	-	Dyal Capital Partners	45/100
9th	Portrait Analytics 2021, Boston (United States), Series A	Provider of an AI-powered platform for equity analysts to accelerate and deepen investment research and generate high-conviction investment theses.	$10M	.406 Ventures, Unusual Ventures	44/100
10th	Dovetail Finance 2022, London (United Kingdom), Seed	Tooling and intelligence for the financial sector to invest in a net zero future	$4.51M	Founders Factory, Planet A	43/100